The Leader in Financial Services Education Presentation to NAHU Anthony Boquet, CLU, ChFC, CASL, LUTCF 2009

A Heritage of Excellence 158,000 graduates 36,000 students Highest accreditation 82 years of success Digital campus Non-profit education leader for insurance professionals Founded in 1927 – the nations oldest and largest nontraditional institution for life insurance and financial services

30 Faculty Experts Walt Woerheide, PhD, CFP ® Frank M. Engle Distinguished Chair in Economic Security Research Mary Quist-Newins, ChFC ®, CLU ®, CFP ® State Farm Chair in Women & Financial Services Ron Duska, PhD, Charles Lamont Post Chair of Ethics and the Professions Professor of Ethics Glenn Boseman, DBA, CLF ®, CLU ® Roger Hull-James S. Bingay Chair in Leadership David Littell, JD, ChFC ®, CFP ® Joseph E. Boettner Chair in Research Connie Fontaine, JD, LLM, ChFC ®, CLU ® Larry R. Pike Chair in Insurance and Investments

Designations and Degrees ®®®® ®®® ®

The Value of Professional Credentials Increases confidence and professionalism Accelerates career advancement Increases respect with clients and peers Helps advisors earn a larger share of their clients business Reduces liability Facilitates succession planning with a consistent level of industry knowledge

Those surveyed were asked how their RHU/REBC designation has benefited their career? 78% claimed to have seen an increased credibility in their practice. 78% claimed to have seen an increased credibility in their practice. 68% claimed it provided additional expertise, as well as contributed to them being able to open new markets. Survey Results- Credibility

Do designations payoff? WOW!! In a big way… Your peers disclosed that they experienced up to a 41% increase in income due to having RHU/ REBC designation. Survey Results- Income

Group Benefits Become An Employee Benefits Specialist Earning The Registered Employee Benefits Consultant® designation enhances your competitive edge in the dynamic field of employee benefits. Gain deep, practical knowledge on pensions and retirement plan funding, installation, and administration. Learn about group medical plans, long-term care, executive compensation, personnel management, and much more.

REBC ® Curriculum Required Courses (3) HS 325 Group Benefits HS 326 Planning for Retirement Needs HS 340 Advanced Topics in Group Benefits HS 325 HS 326 HS 340 Elective Courses (Choose 2) HS 342 Executive Compensation HS 343 Compensation and Personnel Management HS 344 Advanced Topics in Managed Care GS 814 Qualified Retirement Plans* HS 342 HS 343 HS 344 GS 814

Group & Individual Health The Premier Credential in the Health Insurance Market Broaden your knowledge with the most comprehensive information available on group insurance benefits and health insurance for individuals and families. Stay current with the major benefit protection laws, including COBRA, ERISA, and HIPAA.

RHU ® Curriculum Required Core Courses (2) HS 325 Group Benefits HS 340 Advanced Topics in Group Benefits Elective Courses (Choose 1) HS 313 Individual Health Insurance HS 344 Advanced Topics in Managed Care HS 325 HS 340 HS 313 HS 344

Health Care for More pressure on health care margins from increased competition More cost shifting to the employee Greater need for usable information about treatment option, cost, and provider quality Greater demand for Chronic case management services and wellness strategies. These years will be focused on information and communication on all levels, especially from professional sales representatives.

Master of Science in Financial Services (MSFS) Graduate level education specifically for financial services professionals Emphasizes analysis, planning and implementation strategies Combines self-study and on-campus residency programs Applications oriented curriculum, including case studies and client practitioner issues

Master of Science in Management (MSM) Explores the impact of global economic changes and the opportunities they present Essential curriculum for industry leaders and senior executives Completely updated in 2005 with new emphasis on leadership Participants complete the program in just one year

Innovation in Program Delivery Quality instructors Peer interaction Intensive review programs Live instruction Convenience of your desktop Exceptional study aids Textbooks online Interactive exercises Move at your pace

The Online Learning Center Practice exams Video & audio modules Readings Discussion boards Access to live online classes